New Client Intake Form
Please complete the appropriate sections accurately and to the best of your ability so that I may best support you. Once completed, I will reach out with next steps. I look forward to helping you accomplish your real estate goals!
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
How did you hear about my services?
Type of client:
Buyer (Residential)
Buyer (Commercial)
Seller (Residential)
Seller (Commercial)
Landlord
Renter
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Purchasing a Property?
What an exciting time! I can't wait to help you get started!
Where are you in the purchasing process?
I need assistance getting pre-approved
I have already been pre-approved
Looking for a cash purchase
I have a property in mind and need help facilitating the process
Not Sure
Other
If pre-approved, what is the amount that you are approved for?
If financing, what amount are you most comfortable spending monthly?
How soon are you looking to purchase?
Within 3 months
3-6 Months
6 Months-1 Year
Not sure
Other
What type of property are you looking to purchase?
Single Family Home
Townhome
Condo/Apartment
Commercial Property
Land
Other
What areas are you looking to purchase in?
How many bedrooms do you require?
5 or more
4
3
2
1
N/A
How many bathrooms do you require?
3 or more
2
1
N/A
Do you require any special features? Please list.
Is there anything else you would like me to know?
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Selling a Property?
I have proven strategies to help sellers get the most return on their investment!
How soon are you looking to sell?
Within 3 months
3-6 Months
6 Months- 1 Year
Not Sure
Other
Please enter the full address of the property you wish to sell.
What price range are you most comfortable selling for? Don't worry...We will conduct a comparative market analysis to guide you with this.
Why are you looking to sell?
Is the property currently occupied?
Yes- Owner Occupied
Yes- Tenant Occupied
No- Vacant
Other
Will you need assistance purchasing your next property in order to sell this one?
if you have a mortgage on the property, what is the estimated total amount owed?
Are their any liens on the property?
Please list any upgrades, special features, or defects on the property.
Is there anything else you would like to share?
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Looking to Rent a Space?
Let's get you into your next rental and fast!
How soon are you looking to rent?
Within 30 Days
30- 60 days
60-90 Days
More than 90 days
What is your desired move- in date?
What is your desired monthly payment?
How long of a lease are you looking for?
Annual
2 years
Short term Lease
Longer than 2 years
Other
What type of property are you looking to rent?
Single Family Home
Townhome
Condo/Apartment
Commercial Space
Land
Other
What areas are you looking to rent in?
How many bedrooms do you require?
5 or more
4
3
2
1
Other
How many bathrooms do you require?
3 or more
2
1
N/A
Do you require any special features in the space?
What is your current credit score? (Please check Credit Karma and advise. Please note that this is an estimated score)
Please list the names and age of everyone who will live in the home.
Do you have any pets? If so, please list type and weight
Have you ever been evicted from a property? If so, please list the year and the reason. This will allow me to advocate for you if needed.
Have you ever been arrested? If so, please list the year and the charges associated.
What is your total NET(after taxes) monthly Income? Please note that income is verified by showing one months pay statements (in PDF form) and 2-3 months bank statements if self employed. Most landlords require you to make 3-2.5 X the rental amount.
Do you have the funds required to move in? Most landlords require first, last, and a security deposit totaling 3x the rental amount.
Yes
No
Is there anything else that you would like to share?
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